Oracle to bill for AI tasks on top of subscriptions

Oracle will layer usage-based AI unit charges on top of its enterprise application subscriptions, so more AI work means more revenue without adding seats. The company plans $90–95 billion in datacenter capex for fiscal 2027, roughly $40 billion in debt and equity, and targets $225 billion in revenue by fiscal 2030.

• AI unit billing sits on top of Fusion application subscriptions
• Datacenter capex: $55.7B in FY2026, $90–95B planned for FY2027
• Oracle expects to raise about $40B in debt and equity in 2027
• FY2030 revenue target is $225B, a 35% CAGR from 2026